Program Description

Gain the Skills Necessary for Successful Client Management

Are you confident you have the skills necessary to successfully work with clients? Don't make mistakes that jeopardize valuable client relationships. Gain a firm foundation of the fundamentals for client management with practical tips for interviewing clients, day-to-day communication and responses and much more. Don't miss this chance to enhance your client management skills - register today!

• Review the essential elements for conducting a smooth client interview.
• Gain valuable insight on effective communication strategies for email, phone calls and more.
• Understand how to navigate through the challenges of handling a difficult client.

Who Should Attend

This intermediate level course will teach attendees best practices and tools for client management. Those who should attend include:

• Paralegals
• Legal Technicians
• Legal Assistants
• Legal Support Staff

Course Content

• How to Interview Clients
• Managing Expectations
• Client Communication Tips: Email, Phone Etiquette, and More
• Scheduling Meetings
• Obtaining Client Acknowledgement, Consent, Waivers
• Responding to Client Requests
• Unique Challenges of Working With a Business Client
• Dealing With Difficult Clients
• Handling Client Complaints - When to Involve the Attorney
• Invoicing and Collecting Attorney Fees

Continuing Education Credits

California MCLE Paralegal – California MCLE Paralegal: 1.00

DPA Delaware Certified Paralegal Program – DPA Delaware Certified Paralegal Program: 1.00

Florida Registered Paralegal Program – Florida Registered Paralegal: 1.00

Indiana Paralegal CLE – Indiana Paralegal CLE: 1.00

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 1.00

National Association of Legal Assistants, Inc. – NALA: 1.00

National Federation of Paralegal Associations, Inc. – NFPA: 1.00

North Carolina State Bar Board of Paralegal Certification – North Carolina Continuing Paralegal Education: 1.00

Ohio Certified Paralegals – Ohio Certified Paralegals: 1.00

Washington State Paralegal Association – Washington State Paralegal Association: 1.00

* denotes specialty credits